Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.01%
3 DFAT 0.00%
4 DFAS 0.00%
5 DFSV 0.00%
6 DFUV 0.00%
7 DFSU 0.00%
8 DFAC 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gendell Jeffrey L 1.64M (12.00%) 0.00
Increased by 0.00%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 1.16M (8.53%) 9.93K
Increased by +0.85%
Mar 31, 25
3 West Chester Capital Advisors Inc 902.36K (6.62%) 100.53K
Increased by +11.14%
Mar 31, 25
4 Vanguard Group Inc 722.38K (5.30%) 0.00
Increased by 0.00%
Mar 31, 25
5 Renaissance Technologies Corp 570.17K (4.18%) -7.40K
Decreased by -1.30%
Mar 31, 25
6 Oppenheimer & Close Inc 352.58K (2.59%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fourthstone LLC 297.40K (2.18%) 297.40K
Increased by +100.00%
Sep 30, 23
8 John G Ullman & Associates Inc 229.99K (1.69%) -25.51K
Decreased by -11.09%
Mar 31, 25
9 Bridgeway Capital Management, LLC 204.58K (1.50%) -68.10K
Decreased by -33.29%
Mar 31, 25
10 BlackRock Inc 142.30K (1.04%) -3.19K
Decreased by -2.24%
Mar 31, 25
11 Geode Capital Management, LLC 138.04K (1.01%) 10.90K
Increased by +7.89%
Mar 31, 25
12 Empowered Funds, LLC 101.21K (0.74%) 4.40K
Increased by +4.34%
Mar 31, 25
13 Angel Oak Capital Advisors, LLC 100.00K (0.73%) 46.06K
Increased by +46.06%
Mar 31, 25
14 Lesa Sroufe & Company Inc 100.00K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
15 BHZ Capital Management, LP. 76.28K (0.56%) 0.00
Increased by 0.00%
Dec 31, 23
16 Minerva Advisors LLC 58.20K (0.43%) 0.00
Increased by 0.00%
Mar 31, 25
17 Susquehanna International Group, LLP 49.13K (0.36%) -35.83K
Decreased by -72.93%
Mar 31, 25
18 Dryden Capital, LLC 43.37K (0.32%) -6.28K
Decreased by -14.48%
Jun 30, 24
19 Abacus Planning Group Inc 42.51K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25
20 PNC Financial Services Group Inc 38.47K (0.28%) -40.00K
Decreased by -103.97%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 458.12K (3.36%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 458.12K (3.36%) 0.00
Increased by 0.00%
Sep 30, 24
3 DFA US Small Cap Value I 324.79K (2.38%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 234.36K (1.72%) 0.00
Increased by 0.00%
May 31, 25
5 DFA US Small Cap I 196.62K (1.44%) 0.00
Increased by 0.00%
Apr 30, 25
6 DFA US Targeted Value I 127.99K (0.94%) 0.00
Increased by 0.00%
Apr 30, 25
7 DFA US Micro Cap I 111.29K (0.82%) 0.00
Increased by 0.00%
Apr 30, 25
8 EA Bridgeway Omni Small-Cap Value ETF 102.81K (0.75%) 0.00
Increased by 0.00%
May 30, 25
9 Dimensional US Targeted Value ETF 93.75K (0.69%) 0.00
Increased by 0.00%
May 30, 25
10 Fidelity Extended Market Index 85.57K (0.63%) -818.00
Decreased by -0.96%
Apr 30, 25
11 Fidelity® Extended Market Index 78.47K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
12 Bridgeway Omni Small-Cap Value 77.90K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
13 Bridgeway Omni Small-Cap Value N 77.90K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
14 Dimensional US Small Cap ETF 40.11K (0.29%) 0.00
Increased by 0.00%
May 30, 25
15 iShares Micro-Cap ETF 31.43K (0.23%) 0.00
Increased by 0.00%
May 31, 25
16 Dimensional US Marketwide Value ETF 30.97K (0.23%) 0.00
Increased by 0.00%
May 30, 25
17 Bridgeway Ultra-Small Company Market 24.17K (0.18%) -60.00K
Decreased by -248.23%
Mar 31, 25
18 DFA US Core Equity 2 I 21.82K (0.16%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity Series Total Market Index 21.22K (0.16%) 1.15K
Increased by +5.42%
Apr 30, 25
20 Fidelity® Series Total Market Index 17.25K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23